Bank of Montreal
BMO- 交易所
- NYSE
- 產業
- Commercial Banks, NEC
- SEC CIK
- 0000927971
近 90 天，Bank of Montreal 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 658 家機構在 13F 申報持有，市值合計 $600.2 億；沒有大師持有。
其他股別AIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
2025 年第 1 季 13F 持有人
Bank of Montreal 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 556
- 較 2024 年第 4 季 +29 家
- 持有股數
- 3.45 億
- 較 2024 年第 4 季 +286.5 萬 (+0.8%)
- 總市值
- $330.4 億
- 較 2024 年第 4 季 −$1.84 億 (−0.6%)
- 新進機構
- 76
- 另有 185 家加碼
- 清倉機構
- 47
- 另有 167 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BMO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 658 | $600.2 億 |
| 2026 年第 1 季 | 637 | $444.7 億 |
| 2025 年第 4 季 | 617 | $432.2 億 |
| 2025 年第 3 季 | 578 | $446.8 億 |
| 2025 年第 2 季 | 565 | $387.1 億 |
| 2025 年第 1 季 | 556 | $330.4 億 |
| 2024 年第 4 季 | 536 | $334.1 億 |
| 2024 年第 3 季 | 470 | $308.1 億 |
| 2024 年第 2 季 | 477 | $295.2 億 |
| 2024 年第 1 季 | 492 | $341.4 億 |
| 2023 年第 4 季 | 489 | $338.8 億 |
| 2023 年第 3 季 | 458 | $283.4 億 |
| 2023 年第 2 季 | 470 | $297.3 億 |
| 2023 年第 1 季 | 471 | $289.0 億 |
| 2022 年第 4 季 | 477 | $292.1 億 |
| 2022 年第 3 季 | 456 | $264.0 億 |
| 2022 年第 2 季 | 487 | $282.9 億 |
| 2022 年第 1 季 | 505 | $340.0 億 |
| 2021 年第 4 季 | 488 | $288.9 億 |
| 2021 年第 3 季 | 459 | $276.6 億 |
| 2021 年第 2 季 | 440 | $282.6 億 |
| 2021 年第 1 季 | 405 | $246.7 億 |
2025 年第 1 季持有機構
每家機構持有 Bank of Montreal 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 17,200 | $164.2 萬 | 0.00% | −100−0.6% | 減碼 |
| Atria Investments LLC | 15,933 | $152.2 萬 | 0.02% | −15−0.1% | 減碼 |
| Gries Financial LLC | 15,461 | $147.7 萬 | 0.29% | −1,051−6.4% | 減碼 |
| First Bank & Trust | 15,214 | $145.3 萬 | 0.28% | +3,616+31.2% | 加碼 |
| Assetmark, Inc | 15,087 | $144.1 萬 | 0.00% | +1,925+14.6% | 加碼 |
| CenterBook Partners LP | 14,664 | $140.1 萬 | 0.09% | +14,664 | 新進 |
| Fulton Bank, N.A. | 14,442 | $137.9 萬 | 0.06% | −55−0.4% | 減碼 |
| State of Wyoming | 14,254 | $136.1 萬 | 0.18% | +10,029+237.4% | 加碼 |
| TCW Group Inc | 14,023 | $133.9 萬 | 0.01% | +14,023 | 新進 |
| Curbstone Financial Management Corp | 13,834 | $132.1 萬 | 0.28% | 00.0% | 不變 |
| Cumberland Partners Ltd | 13,550 | $129.4 萬 | 0.10% | −352−2.5% | 減碼 |
| Cigna Investments Inc | 13,426 | $128.2 萬 | 0.24% | −80−0.6% | 減碼 |
| Umb Bank N A | 13,403 | $128.0 萬 | 0.02% | +1,895+16.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,285 | $127.3 萬 | 0.01% | +5,144+63.2% | 加碼 |
| Shell Asset Management Co | 13,191 | $125.9 萬 | 0.06% | −500−3.7% | 減碼 |
| IFG Advisory, LLC | 12,858 | $122.8 萬 | 0.07% | 00.0% | 不變 |
| Probity Advisors, Inc. | 12,689 | $121.2 萬 | 0.23% | +39+0.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,530 | $119.7 萬 | 0.00% | −302−2.4% | 減碼 |
| Texas Yale Capital Corp. | 12,488 | $119.3 萬 | 0.05% | +1,070+9.4% | 加碼 |
| Associated Banc-Corp | 12,320 | $117.7 萬 | 0.04% | −160−1.3% | 減碼 |
| Cerity Partners LLC | 12,197 | $116.5 萬 | 0.00% | +1,281+11.7% | 加碼 |
| Ritholtz Wealth Management | 12,123 | $115.8 萬 | 0.03% | −2,349−16.2% | 減碼 |
| Acadian Asset Management LLC | 12,000 | $114.4 萬 | 0.00% | +4,758+65.7% | 加碼 |
| State Street Corp | 11,531 | $110.1 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,512 | $109.7 萬 | 0.00% | −241−2.1% | 減碼 |
| Raleigh Capital Management Inc. | 11,379 | $108.7 萬 | 0.49% | +507+4.7% | 加碼 |
| Advisors Asset Management, Inc. | 11,148 | $106.5 萬 | 0.02% | +1,370+14.0% | 加碼 |
| Turn8 Private Wealth Inc. | 10,905 | $104.2 萬 | 0.81% | 00.0% | 不變 |
| Signaturefd, LLC | 10,741 | $102.6 萬 | 0.02% | −88−0.8% | 減碼 |
| Ignite Planners, LLC | 10,570 | $101.8 萬 | 0.20% | −210−1.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 10,344 | $98.8 萬 | 0.00% | −511−4.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 10,206 | $97.8 萬 | 0.01% | +10,206 | 新進 |
| Keybank National Association | 10,229 | $97.7 萬 | 0.00% | −1,098−9.7% | 減碼 |
| Smithfield Trust Co | 9,766 | $93.4 萬 | 0.05% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 10,625 | $93.1 萬 | 0.00% | +2,985+39.1% | 加碼 |
| Capital World Investors | 9,749 | $93.1 萬 | 0.00% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 9,684 | $92.5 萬 | 0.07% | +44+0.5% | 加碼 |
| Barclays PLC | 9,670 | $92.4 萬 | 0.00% | +4,909+103.1% | 加碼 |
| Berger Financial Group, Inc | 9,611 | $91.8 萬 | 0.06% | −216−2.2% | 減碼 |
| Yousif Capital Management, LLC | 9,591 | $91.6 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 9,371 | $89.5 萬 | 0.01% | +928+11.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 9,371 | $89.5 萬 | 0.01% | +928+11.0% | 加碼 |
| First American Bank | 9,360 | $89.4 萬 | 0.07% | 00.0% | 不變 |
| Independent Advisor Alliance | 9,002 | $86.0 萬 | 0.03% | +32+0.4% | 加碼 |
| Marshall Wace, LLP | 8,815 | $84.2 萬 | 0.00% | +8,815 | 新進 |
| Journey Strategic Wealth LLC | 8,727 | $83.4 萬 | 0.03% | +7+0.1% | 加碼 |
| Captrust Financial Advisors | 8,448 | $80.7 萬 | 0.00% | +123+1.5% | 加碼 |
| Louisbourg Investments Inc. | 8,428 | $80.6 萬 | 0.22% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 8,432 | $80.3 萬 | 0.00% | +599+7.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 8,309 | $79.3 萬 | 0.00% | −3,698−30.8% | 減碼 |
| North Star Asset Management Inc | 8,174 | $78.1 萬 | 0.04% | −248−2.9% | 減碼 |
| Wealth Alliance | 8,146 | $77.8 萬 | 0.09% | +142+1.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,870 | $75.2 萬 | 0.03% | −771−8.9% | 減碼 |
| Atomi Financial Group, Inc. | 7,727 | $73.8 萬 | 0.03% | +1,018+15.2% | 加碼 |
| Squarepoint Ops LLC | 7,691 | $73.5 萬 | 0.00% | +2,237+41.0% | 加碼 |
| Centiva Capital, LP | 7,665 | $73.2 萬 | 0.04% | +7,665 | 新進 |
| Jefferies Financial Group Inc. | 7,492 | $71.6 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 7,460 | $71.3 萬 | 0.00% | −67−0.9% | 減碼 |
| Baskin Financial Services Inc. | 7,428 | $70.9 萬 | 0.06% | +4,256+134.2% | 加碼 |
| Avantax Advisory Services, Inc. | 7,253 | $69.3 萬 | 0.00% | +507+7.5% | 加碼 |
| Vaughan & Co Securities, Inc. | 7,222 | $69.0 萬 | 0.43% | −168−2.3% | 減碼 |
| Twin Tree Management, LP | 7,039 | $67.2 萬 | 0.01% | −31,261−81.6% | 減碼 |
| Benjamin Edwards Inc | 6,997 | $66.8 萬 | 0.01% | +352+5.3% | 加碼 |
| Harbour Investments, Inc. | 6,993 | $66.8 萬 | 0.02% | +48+0.7% | 加碼 |
| Mairs & Power Inc | 6,846 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Syon Capital LLC | 6,837 | $65.3 萬 | 0.05% | +359+5.5% | 加碼 |
| Mercer Global Advisors Inc | 6,793 | $64.9 萬 | 0.00% | +493+7.8% | 加碼 |
| Ti-Trust, Inc | 6,692 | $63.9 萬 | 0.42% | 00.0% | 不變 |
| David Loasby | 7,146 | $63.6 萬 | 0.06% | −409−5.4% | 減碼 |
| D.A. Davidson & Co. | 6,621 | $63.2 萬 | 0.01% | −1,821−21.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,611 | $63.1 萬 | 0.01% | +400+6.4% | 加碼 |
| Pacer Advisors, Inc. | 6,453 | $61.6 萬 | 0.00% | +186+3.0% | 加碼 |
| JCIC Asset Management Inc. | 6,348 | $60.6 萬 | 0.25% | +6,348 | 新進 |
| Harbour Trust & Investment Management Co | 6,340 | $60.6 萬 | 0.07% | 00.0% | 不變 |
| Natixis | 6,272 | $59.7 萬 | 0.00% | +1,140+22.2% | 加碼 |
| Wealthspire Advisors, LLC | 6,230 | $59.5 萬 | 0.00% | −125−2.0% | 減碼 |
| Midland Wealth Advisors LLC | 6,200 | $59.2 萬 | 0.03% | 00.0% | 不變 |
| Busey Wealth Management | 6,077 | $58.0 萬 | 0.02% | +77+1.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,067 | $57.9 萬 | 0.03% | +5+0.1% | 加碼 |
| Reuter James Wealth Management, LLC | 6,067 | $57.9 萬 | 0.10% | −9−0.1% | 減碼 |
| Kestra Advisory Services, LLC | 6,018 | $57.5 萬 | 0.00% | −562−8.5% | 減碼 |
| Evergreen Capital Management LLC | 5,871 | $56.1 萬 | 0.02% | +35+0.6% | 加碼 |
| Tiaa Trust, National Association | 5,836 | $55.7 萬 | 0.00% | −2,196−27.3% | 減碼 |
| Forum Financial Management, LP | 5,758 | $55.0 萬 | 0.01% | +5,758 | 新進 |
| AQR Capital Management LLC | 5,742 | $54.8 萬 | 0.00% | +2,673+87.1% | 加碼 |
| Tacita Capital Inc | 5,737 | $54.8 萬 | 0.39% | +5,000+678.4% | 加碼 |
| MQS Management LLC | 5,700 | $54.4 萬 | 0.31% | +5,700 | 新進 |
| Pacifica Partners Inc. | 5,660 | $54.4 萬 | 0.25% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 5,631 | $53.6 萬 | 0.03% | +255+4.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 5,610 | $53.6 萬 | 0.13% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 5,540 | $52.9 萬 | 0.01% | +5,540 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,272 | $50.4 萬 | 0.00% | +654+14.2% | 加碼 |
| Boston Private Wealth LLC | 5,259 | $50.2 萬 | 0.02% | +83+1.6% | 加碼 |
| Pensionmark Financial Group, LLC | 4,992 | $47.7 萬 | 0.01% | +29+0.6% | 加碼 |
| KLCM Advisors, Inc. | 4,935 | $47.1 萬 | 0.06% | +397+8.7% | 加碼 |
| Merit Financial Group, LLC | 4,899 | $46.8 萬 | 0.01% | +879+21.9% | 加碼 |
| Blair William & Co | 4,884 | $46.7 萬 | 0.00% | −3,221−39.7% | 減碼 |
| Tradition Wealth Management, LLC | 4,864 | $46.5 萬 | 0.04% | 00.0% | 不變 |
| Financial Counselors Inc | 4,848 | $46.3 萬 | 0.01% | −37−0.8% | 減碼 |
| Crescent Grove Advisors, LLC | 4,829 | $46.1 萬 | 0.05% | −120−2.4% | 減碼 |